See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $17,656 |
LPL FINANCIAL1+ years Service code 15 · EIN 04-3046611 | Recordkeeping | $10,728 |
HILL WARD HENDERSON1+ years Filed as: JR HILL AND ASSOCIATES, INC. Service code 15 · EIN 34-1914557 | Recordkeeping | $7,833 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,518 | $84,233-47.1% | $170,442-73.9% | $70,131-36.5% |
| Participation rate | 87.6% | 70.8%+16.8pp | 83.6%+4.0pp | 69.5%+18.1pp |
| Annual return | 11.49% | 23.06%-11.6pp | 205.93%-194.4pp | 73.14%-61.7pp |
| Employer contribution / active EE | $586 | $3,387-82.7% | $5,433-89.2% | $2,342-75.0% |
| Participant deferral / active EE | $2,459 | $3,086-20.3% | $4,939-50.2% | $3,332-26.2% |
| Admin fee / account holder | $503 | $5,698-91.2% | $13,880-96.4% | $4,645-89.2% |